Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Portage, MI
Every SEC-registered financial advisor at a firm office in Portage who lists the Certified Financial Planner designation, A to Z.
53 CFP professionals work in Portage; the most are at Zhang Financial (13). 18 are also registered broker representatives.
CFP advisors in Portage, A to Z
Every advisor in Portage →- Thomas W. Anderton626 Financial, LLC · Certified Financial Planner
- James M. BairdPlante Moran Financial Advisors · Certified Financial Planner
- Lori J. BumgartMercer Global Advisors Inc. · Certified Financial Planner
- Ryan D. CahillEdelman Financial Engines · Certified Financial Planner, Chartered Financial Analyst
- Lynn L. Chen-ZhangZhang Financial · Certified Financial Planner
- Philip M. ClarkPlante Moran Financial Advisors · Certified Financial Planner
- Jeffrey S. ColeCole Investment Advisors, Inc. · Certified Financial Planner
- Veronica A. DarlingtonEdelman Financial Engines · Certified Financial Planner
- Joshua M. DavisMercer Global Advisors Inc. · Certified Financial Planner
- Sandy K. DerbyHarbour Investments, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brian A. FaceFace 2 Face Financial Planning, LLC · Certified Financial Planner
- Roger M. FinderCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Andrew M. HamiltonCreative Planning · Certified Financial Planner
- Gregory I. HardyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jonathan G. HaverdinkHaverdink Financial Management, LLC · Certified Financial Planner
- Levi J. HendershottZhang Financial · Certified Financial Planner
- Joseph J. HorwathBright Financial Advisors, Inc. · Certified Financial Planner
- Luke JohnsonEdward Jones · Certified Financial Planner
- Jaakko L. KaskoCetera Investment Advisers LLC · Certified Financial Planner
- Brent W. KerstetterMercer Global Advisors Inc. · Certified Financial Planner
- Jerome R. KessenichOsaic Wealth, Inc. · Certified Financial Planner
- Cameron T. KleinhekselZhang Financial · Certified Financial Planner
- Preston B. KoslakiewiczZhang Financial · Certified Financial Planner
- Sophit LeeDocsa Capital Management, Inc. · Certified Financial Planner
- Christa J. LesonPlante Moran Financial Advisors · Certified Financial Planner
- Alan D. LockwoodStrategic Advisers LLC · Certified Financial Planner
- Kyle J. MackZhang Financial · Certified Financial Planner
- David W. MarshallZhang Financial · Certified Financial Planner
- Kevin W. MazerCommonwealth Financial Network · Certified Financial Planner
- Kyle MontmorencyOppenheimer & Co. Inc. · Certified Financial Planner
- Jack T. OmbryZhang Financial · Certified Financial Planner
- Kimberly S. PetersonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Janene E. PirbhaiMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Andrew M. PriceBright Financial Advisors, Inc. · Certified Financial Planner
- Ian J. RandallPlante Moran Financial Advisors · Certified Financial Planner
- Giselle K. SchlubatisZhang Financial · Certified Financial Planner
- Chad P. SchutCetera Investment Advisers LLC · Certified Financial Planner
- Gregory A. SeilerStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Matthew SemelbauerEdward Jones · Certified Financial Planner
- Andrew W. ShibleyAfton Advisors, LLC · Certified Financial Planner
- Jeffrey T. SiefertStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kolby L. SmithZhang Financial · Certified Financial Planner
- George G. SmojverAmeriprise Financial Services, LLC · Certified Financial Planner
- Tyler A. SoaresZhang Financial · Certified Financial Planner, Chartered Financial Analyst
- Kyle J. TriemstraZhang Financial · Certified Financial Planner
- Michael G. WaltersLPL Financial LLC · Certified Financial Planner
- Mitchell L. WassinkCetera Investment Advisers LLC · Certified Financial Planner
- Lindsey N. WegelerPlante Moran Financial Advisors · Certified Financial Planner
- Brookes L. WelcBright Financial Advisors, Inc. · Certified Financial Planner
- Scott M. WilliamsMercer Global Advisors Inc. · Certified Financial Planner
- John A. WolfeJohn A. Wolfe & Associates, Inc. · Certified Financial Planner
- Alex C. ZhangZhang Financial · Certified Financial Planner, Chartered Financial Analyst
- Charles C. ZhangZhang Financial · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Portage
Zhang Financial 13Plante Moran Financial Advisors 5Mercer Global Advisors Inc. 4Bright Financial Advisors, Inc. 3Cetera Investment Advisers LLC 3Commonwealth Financial Network 2Edelman Financial Engines 2Edward Jones 2Stifel, Nicolaus & Company, Incorporated 2626 Financial, LLC 1Afton Advisors, LLC 1Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Cole Investment Advisors, Inc. 1Creative Planning 1
CFP advisors in other Michigan cities
All of Michigan →Grand Rapids 143Troy 118Ann Arbor 110Southfield 96Bloomfield Hills 62Birmingham 48Farmington Hills 47Kalamazoo 41Holland 36Auburn Hills 35Traverse City 35Novi 34Plymouth 28Brighton 27Livonia 25Rochester 23Grand Blanc 22Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17Ada 15
Questions
How many CFP financial advisors are in Portage, MI?
53 SEC-registered investment adviser representatives at firm offices in Portage, Michigan list the CFP designation; Zhang Financial employs the most of them (13).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Portage?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.